Financial Planning Associate
1 week ago
Kingfurness & Associates is a renowned provider of high-quality, independent financial planning services to individuals, families, and businesses.
Role OverviewThis comprehensive role involves working closely with our experienced advisers to ensure seamless execution of financial plans and provision of exceptional client service.
The ideal candidate will possess strong technical knowledge, excellent communication skills, and the ability to work well under pressure.
- Liaising with clients to obtain necessary information for financial planning purposes.
- Assisting with inquiries and ensuring timely responses in line with regulatory requirements.
- Analyzing technical data from providers and interpreting results to inform financial decisions.
- Creating accurate cash flow analysis and suitability reports, requiring attention to detail and technical expertise.
- Processing new business and monitoring progress to completion.
To succeed in this role, candidates should possess:
- A minimum of 2 years' experience as a Paraplanner, preferably in an independent financial advisory firm.
- Exceptional organizational skills, with the ability to manage multiple tasks and deadlines.
- Excellent written and verbal communication skills, with a strong focus on customer service.
- A strong work ethic, flexibility, and commitment to continuous professional development.
- A relevant diploma or degree in a related field, such as Regulated Financial Planning.
This position offers a competitive salary range of £32,000 - £45,000 per annum, depending on experience. Additional benefits include:
- 25 days holiday + bank holidays.
- Well-being program available.
- Further study support.
- Discretionary performance-linked quarterly bonus.
Job Type: Full-time, Permanent
Pay: £32,000.00-£45,000.00 per year
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